Del Conseils SA is an independent advisory firm providing financial and insurance services as well as real estate sales and property administration. Services listed on the website include accounting and tax declarations, mortgage financing, pension and retirement planning, succession support in cooperation with lawyers/notaries, and assistance with company formation.
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Industry:Insurance Brokerage & Consulting
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Pension provision for individuals and businesses, with SwissLife support for private pension provision and company pension provision.
Tax returns
Preparation of tax returns for all Swiss cantons, requests for extensions, taxation related to pension provision and declarations on real-estate gains.
Accounting
Keeping the accounts for legal entities and individuals, debtor and creditor accounting, salaries and personnel administration, closing, VAT and financial analysis.
Tax advice and audits
Review of tax assessment decisions, complaints and appeals, as well as tax advice related to inheritances and gifts.
Financial planning
Private financial planning to prepare and optimise retirement, with a personalised statement, pension simulations and adaptation of coverages.
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